+209.1%
INTU vs SONY
+286.8%
-77.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -9.2% | -5.8% | -3.4% | -6.6% |
| 30D | -7.0% | -0.4% | -6.7% | -6.9% |
| 3M | +10.5% | +13.3% | -2.8% | +4.3% |
| 6M | -30.6% | +8.5% | -39.1% | -33.6% |
| YTD | -52.3% | -8.1% | -44.2% | -50.9% |
| 1Y | -51.8% | -17.9% | -33.9% | -48.0% |
| 3Y | -41.8% | +41.4% | -83.3% | -53.6% |
| 5Y | -42.8% | +9.3% | -52.1% | -48.8% |
| All | +209.1% | +286.8% | -77.7% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling